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JPMorgan Nasdaq Equity Premium Income ETF

270 hedge funds and large institutions have $1.41B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 150 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

477% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 26

388% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 17

95% more capital invested

Capital invested by funds: $722M → $1.41B (+$686M)

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

32% more funds holding

Funds holding: 204270 (+66)

0.42% more ownership

Funds ownership: 37.36%37.78% (+0.42%)

82% less call options, than puts

Call options by funds: $339K | Put options by funds: $1.89M

Holders
270
Holders Change
+66
Holders Change %
+32.35%
% of All Funds
4.24%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
83
Increased
150
Reduced
26
Closed
17
Calls
$339K
Puts
$1.89M
Net Calls
-$1.55M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
201
Thoroughbred Financial Services
Tennessee
$326K +$312K +6,745 New
CFGS
202
Concourse Financial Group Securities
Alabama
$312K +$54.8K +1,186 +23%
MW
203
Marcum Wealth
Ohio
$310K +$64.4K +1,393 +28%
AA
204
AlphaMark Advisors
Kentucky
$306K +$157K +3,407 +117%
BRWA
205
B. Riley Wealth Advisors
Florida
$304K +$291K +6,292 New
RRA
206
Round Rock Advisors
Connecticut
$304K +$290K +6,282 New
KA
207
Kovack Advisors
Florida
$301K +$287K +6,216 New
BAAM
208
Baker Avenue Asset Management
California
$295K +$282K +6,097 New
FFWA
209
FRG Family Wealth Advisors
Washington
$293K +$280K +6,060 New
GGS
210
Galvin Gaustad & Stein
Arizona
$290K +$277K +6,000 New
SEP
211
Southland Equity Partners
Missouri
$289K +$276K +5,969 New
CA
212
Clearstead Advisors
Ohio
$271K -$370 -8 -0.1%
GFA
213
Gallagher Fiduciary Advisors
Illinois
$269K +$257K +5,555 New
WSCM
214
Wellington Shields Capital Management
New York
$266K
GVAG
215
Great Valley Advisor Group
Delaware
$261K +$3.79K +82 +2%
RWA
216
Redhawk Wealth Advisors
Minnesota
$251K +$240K +5,198 New
WWM
217
Western Wealth Management
Colorado
$249K +$238K +5,156 New
CIA
218
Compass Ion Advisors
Pennsylvania
$249K +$238K +5,140 New
SIC
219
Samalin Investment Counsel
New York
$244K +$233K +5,042 New
MAC
220
Mason & Associates (California)
California
$237K +$226K +4,890 New
CFG
221
Carr Financial Group
Massachusetts
$231K +$221K +4,777 New
SEI Investments
222
SEI Investments
Pennsylvania
$229K +$219K +4,738 New
DE
223
Day & Ennis
Georgia
$228K +$218K +4,709 New
TP
224
Tranquility Partners
Tennessee
$215K +$205K +4,443 New
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$205K +$196K +4,234 New